Seneschal Advisors’s Caterpillar CAT Stock Holding History

Seneschal Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.33K	Hold	5	–	–	﹤0.01%	162
2026 Q1	$3.54K	Hold	5	–	–	﹤0.01%	165
2025 Q4	$2.87K	Hold	5	–	–	﹤0.01%	173
2025 Q3	$2.39K	Buy	+5	New	+$2.13K	﹤0.01%	180

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Seneschal Advisors's CAT Position: Q2 2026 in Review

Seneschal Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 5 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Seneschal Advisors first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Seneschal Advisors held 5 shares of Caterpillar worth $5.33K as of Q2 2026.
Seneschal Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #162 holding.
Seneschal Advisors first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.